Asahi Intelligence Service (9799) Q4 2025 earnings summary

Executive summary

• Revenue increased 7.0% year-over-year to ¥15,820 million, driven by strong demand in automotive and mobile communications sectors.

• Operating income rose 11.1% to ¥1,585 million, and net income grew 11.0% to ¥1,189 million year-over-year.

• The company focused on rapid response to customer needs, improved contract pricing, and invested in hiring and training engineers.

Financial highlights

• Revenue: ¥15,820 million (+7.0% YoY); Operating income: ¥1,585 million (+11.1% YoY); Net income: ¥1,189 million (+11.0% YoY).

• Gross margin improved as sales outpaced cost increases; EPS was ¥76.50, up from ¥68.91.

• Cash and equivalents at year-end: ¥6,197 million, down ¥81 million from prior year.

• Operating cash flow: ¥927 million; investing cash flow: -¥527 million; financing cash flow: -¥480 million.

Outlook and guidance

• FY2026 revenue forecast: ¥16,950 million (+7.1% YoY); operating income: ¥1,700 million (+7.2% YoY); net income: ¥1,210 million (+1.7% YoY).

• Continued focus on DX, IT investment, and high-value services; cautious on macro risks such as inflation and geopolitical factors.

• Dividend forecast for next year: ¥32.00 per share (interim ¥16.00, year-end ¥16.00).